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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,371 | $55,457-56.1% | $77,361-68.5% | $94,015-74.1% |
| Participation rate | 91.8% | 69.8%+22.0pp | 75.0%+16.8pp | 70.8%+21.0pp |
| Annual return | 6.03% | 15.57%-9.5pp | 1011.54%-1005.5pp | 17.84%-11.8pp |
| Employer contribution / active EE | $1,063 | $2,255-52.9% | $2,990-64.5% | $2,790-61.9% |
| Participant deferral / active EE | $2,462 | $3,069-19.8% | $3,911-37.0% | $4,249-42.1% |
| Admin fee / account holder | $836 | $4,334-80.7% | $5,894-85.8% | $8,951-90.7% |